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B. Riley Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

B. Riley Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192K Sell
10,531
-8,636
-45% -$146K 0.01% 783
2026
Q1 		$290K Buy
19,167
+3,112
+19% +$65.6K 0.02% 598
2025
Q4 		$420K Buy
16,055
+7,847
+96% +$219K 0.02% 589
2025
Q3 		$217K Sell
8,208
-8,423
-51% -$200K 0.01% 865
2025
Q2 		$303K Buy
16,631
+2,717
+20% +$35.8K 0.01% 712
2025
Q1 		$162K Buy
13,914
+370
+3% +$5.33K ﹤0.01% 1177
2024
Q4 		$209K Sell
13,544
-2,473
-15% -$32.1K 0.01% 1027
2024
Q3 		$126K Sell
16,017
-92,926
-85% -$675K ﹤0.01% 1192
2024
Q2 		$720K Sell
108,943
-18,193
-14% -$128K 0.02% 660
2024
Q1 		$1.02M Buy
127,136
+6,488
+5% +$51.5K 0.03% 520
2023
Q4 		$1.2M Sell
120,648
-6,488
-5% -$51.6K 0.03% 471
2023
Q3 		$1.02M Sell
127,136
-9,529
-7% -$83.8K 0.03% 520
2023
Q2 		$1.14M Sell
136,665
-13,439
-9% -$87.6K 0.03% 519
2023
Q1 		$911K Buy
150,104
+6,712
+5% +$40.7K 0.02% 566
2022
Q4 		$661K Sell
143,392
-123
-0.1% -$610 0.02% 685
2022
Q3 		$701K Buy
143,515
+82,859
+137% +$524K 0.02% 634
2022
Q2 		$320K Sell
60,656
-2,806
-4% -$19K 0.01% 849
2022
Q1 		$600K Buy
63,462
+10,417
+20% +$120K 0.02% 664
2021
Q4 		$839K Sell
53,045
-3,765
-7% -$69.1K 0.02% 586
2021
Q3 		$903K Buy
56,810
+37,310
+191% +$585K 0.03% 554
2021
Q2 		$374K Buy
19,500
+6,237
+47% +$116K 0.01% 911
2021
Q1 		$228K Sell
13,263
-2,202
-14% -$43.5K 0.01% 1137
2020
Q4 		$193K Buy
+15,465
New +$175K 0.01% 931

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

B. Riley Wealth Advisors's SOFI Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its SoFi Technologies (SOFI) stake by 45% in Q2 2026, selling an estimated $146K and leaving 10,531 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #783.

B. Riley Wealth Advisors first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q4 2023. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • B. Riley Wealth Advisors held 10,531 shares of SoFi Technologies worth $192K as of Q2 2026.
  • B. Riley Wealth Advisors sold 8,636 SoFi Technologies shares in Q2 2026, an estimated $146K.
  • SoFi Technologies made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #783 holding.
  • B. Riley Wealth Advisors first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's SoFi Technologies position peaked at $1.2M in Q4 2023.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.